Robeco Schweiz AG Q1 2023 Filing
Filed May 8, 2023
Portfolio Value
$6.2B
Holdings
121
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (121 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | HUBBHUBBELL INC | 19,000 | $4.6B | 74.70% | |
| 102 | CVCOCAVCO INDS INC DEL | 13,996 | $4.4B | 71.86% | |
| 103 | BBWIBATH & BODY WORKS INC | 112,160 | $4.1B | 66.30% | |
| 104 | KEYSKEYSIGHT TECHNOLOGIES INC | 24,500 | $4.0B | 63.93% | |
| 105 | SSFSENSIENT TECHNOLOGIES CORP | 49,855 | $3.8B | 61.68% | |
| 106 | RSGREPUBLIC SVCS INC | 27,300 | $3.7B | 59.65% | |
| 107 | NVDANVIDIA CORPORATION | 13,075 | $3.6B | 58.69% | |
| 108 | SHLSSHOALS TECHNOLOGIES GROUP IN | 123,000 | $2.8B | 45.91% | |
| 109 | APGAPI GROUP CORP | 120,843 | $2.7B | 43.90% | |
| 110 | —DESKTOP METAL INC | 1,136,704 | $2.6B | 42.25% | |
| 111 | AMDADVANCED MICRO DEVICES INC | 26,000 | $2.5B | 41.18% | |
| 112 | SNPSSYNOPSYS INC | 6,500 | $2.5B | 40.57% | |
| 113 | SNOWSNOWFLAKE INC | 15,500 | $2.4B | 38.64% | |
| 114 | VFCV F CORP | 103,748 | $2.4B | 38.41% | |
| 115 | ROLROLLINS INC | 48,000 | $1.8B | 29.11% | |
| 116 | —DIRTT ENVIRONMENTAL SOLUTION | 3,300,000 | $1.8B | 28.42% | |
| 117 | AVGOBROADCOM INC | 2,700 | $1.7B | 27.99% | |
| 118 | LEALEAR CORP | 12,400 | $1.7B | 27.95% | |
| 119 | TREXTREX CO INC | 32,000 | $1.6B | 25.17% | |
| 120 | KRKROGER CO | 18,600 | $918.3M | 14.84% | |
| 121 | CDNSCADENCE DESIGN SYSTEM INC | 3,100 | $651.3M | 10.52% |
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